VP Mortgage Financial & Ops Controller

SWBC•San Antonio, TX

About The Position

SWBC is seeking a talented individual to manage the staff and activities involved in mortgage loan accounting processes; oversees the accounting related to derivatives and inventory hedging activities; oversees the accounting related to accounting and valuation of mortgage servicing asset, prepares standard financial reports, including but not limited to GAAP financial statements, and branch profit/loss statements; oversees the preparation of various annual, quarterly, and monthly regulatory/compliance reports; works closely with the external auditors and oversees the PBC list; and develops and enforces various accounting policies and procedures. Why you'll love this role: You’ll have the opportunity to lead critical accounting operations for a dynamic mortgage business, influencing financial strategy and ensuring compliance at the highest level. This role offers a chance to shape policies, optimize processes, and work closely with senior leadership to drive organizational success. If you thrive in a fast-paced environment where your expertise in accounting and leadership makes a measurable impact, this position is perfect for you.

Requirements

Bachelor’s Degree in Accounting, Finance, or related field required
At least seven (7) years accounting experience which includes at least four (4) years supervisory and/or accounting systems training experience.
CPA or related Accounting certification required.
Strong leadership and managerial skills to effectively motivate, encourage, and sustain quality requirements and system conversion goals.
Strong analytical, organizational, and decision-making skills.
Strong working knowledge of accounting principles.
Working knowledge of the general ledger software, PC information systems, and/or electronic interface systems.
Working knowledge of personal computers to include MS Word, Excel, and the Internet.
Working knowledge of standard accounting applications systems.
Excellent interpersonal, organizational, and communication (both written and oral) skills.
Ability to effectively write and present business correspondence, implementation plans, reports and procedure manuals.
Able to use basic office equipment to include computers, copiers, and/or fax machines.
Able to sit for long periods of time gathering, updating, and/or validating mortgage systems data or other sedentary duties.
Able to travel locally, state-wide, and/or nationally.

Nice To Haves

Financial Services or Mortgage lending accounting experience preferred.

Responsibilities

Manages the day-to-day activities involved in mortgage loan accounting processes to include delegating work assignments; interviewing for open positions; administering coaching, counseling and discipline; processing time cards, and resolving personnel related issues.
Oversees and perform the accounting processes related to the origination and sale of a mortgage loan such as income and expense recognition, hedging and servicing valuation.
Oversees and performs the reconciliation and variance review of all mortgage related balance sheet and income statements accounts.
Ensures accuracy and identifies process improvement and cost reduction opportunities by reviewing Mortgage branch and corporate operating expenses.
Develops and implements standard financial reporting processes including senior management reports, branch profit/loss statements, and various accounting policies and procedures to include but not limited to investor reports, NMLS call reports, and warehouse banking reports.
Ensures adherence to established Mortgage Accounting policies and procedures by providing training and coaching for staff members.